+4,986.8%
SHW vs PWR
+8,583.6%
-3,596.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | -3.2% | +3.6% | -6.8% | -3.8% |
| 30D | -9.5% | -8.6% | -0.9% | -8.3% |
| 3M | +11.5% | -13.2% | +24.6% | +13.2% |
| 6M | -3.5% | +9.9% | -13.4% | -6.0% |
| YTD | +3.7% | +48.0% | -44.3% | -4.0% |
| 1Y | -7.9% | +66.2% | -74.1% | -16.6% |
| 3Y | +24.7% | +195.1% | -170.4% | +1.1% |
| 5Y | +13.6% | +442.6% | -429.0% | -17.1% |
| 10Y | +283.0% | +2,334.2% | -2,051.3% | +119.0% |
| All | +4,986.8% | +8,583.6% | -3,596.8% | +1,838.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling